Dunholme Financial Management Ltd
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
We have advised some of our clients for over 30 years, of which 25 have been as an Independent Financial Adviser. Most of our clients are from Durham and the surrounding areas, however we service the Investment, Pension and Protection needs of clients across the North East of England and beyond.
We are a family run business, founded on over 30 years experience and an understanding of our clients needs. We pride ourselves on listening carefully to each individual clients objectives and constructing tailor made plans accordingly. We have serviced the ongoing needs of many of our clients for over 25 years.
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